Reminder – US Election Impact on Investments

Hi everyone,

We wanted to send a reminder about potential concerns regarding the upcoming presidential election and its impact on market and investment performance. Please take a moment to read the information we’ve put together for your review.

While it’s understandable that many are cautious about what uncertain political transfers may result in for US investments, it’s important to not necessarily act based on headlines, but rather understand the purpose that your investments hold. 

Elections matter, but not so much to your investments by Vanguard 
Research information by Vanguard shows the numerical impact that election cycles may or may not have on investments around new office election periods. Below is a research report compiled by Vanguard that shows volatility comparisons for election years. You can download the PDF at the link above. 

What history tells us about US Presidential elections and the market by Dimensional Fund Advisors Further research put together by Austin-based investment management firm, Dimensional Fund Advisors, also carries the notion that market performance may not necessarily be dramatically shifted by changes in the Oval Office.

Market Returns During Election Years
Above is a detailed PowerPoint presentation with numerical and graphical representations that show historical results and comparisons for past election years. 

Now that the 2020 US Presidential Election is less than one week away, it’s important to acknowledge concerns about the impact that an uncertain political cycle may have on markets and your investment portfolio. To have an individual conversation about the status and objective of your holdings during this time, please contact our office and we’ll work with you to address these concerns.

Simonet Financial Group, LLC
[email protected]
Phone: (512) 296-8962

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